Filed February 25, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $489,167 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 20 · EIN 27-2436452 | Trustee (individual); Direct payment ... | $370,350 |
US BANK3+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 84-0892519 | Bank Trustee | $150,771 |
Filed as: ACM LLP Service code 10 · EIN 01-0724563 | Accounting | $13,500 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $1,035,159-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 0.0%0pp |
| Annual return | 6.65% | -1.84%+8.5pp | -61.72%+68.4pp | 33.37%-26.7pp |
| Employer contribution / active EE | $12,522 | $20,811-39.8% | $47,703-73.7% | $11,253+11.3% |
| Participant deferral / active EE | $0 | $3,271-100.0% | $135-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $5,792-100.0% | $99,113-100.0% |